Stock price when the opinion was issued
Clearly isn't going to topple NVDA from the throne on which it finds itself. Every time someone thinks they can do that, NVDA comes out with a new version of the chip that's even better.
Looking for niche areas where they can develop or meet demand without going head-to-head with NVDA on its mainstream chips. Not sure how successful it will be. Probably better plays out there, such as AVGO.
He's frustrated with it, up only 2% year to date, and he's slightly under water it. This ranks 28th of his 31 tech holdings. The company moves slowly and far less nimble than its peers who are doing much better. It was downgraded today.